SBV Driving Operational Visibility & Accountability with monday.com

SBV gained complete visibility into operations with monday.com, creating a transparent, accountable, and data-driven way of working across teams.

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Discover how SBV transformed its operations, saving over 3,800 hours in just six monthswith the power of monday.com

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Jackie Lezar

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Oct 12, 2025

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6 Mins Read

Background & Challenges

LIMITED VISIBILITY & MANUAL PROCESSES

Key Challenges Included:

Work managed via emails and static task lists
No visibility into process stages or bottlenecks
Difficulty measuring workload and reporting progress

Key areas now managed in monday.com

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Accounts payable

Payment workflows, tracking, balance sheet recons

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Payroll

Input tracking, returns, third-party payments, manual consolidations

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Training & rosters

Upskilling records, payslip printing, manual payment schedules

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Compliance

Statutory submissions, system access reviews, company-wide balance sheet reviews

The solution

MONDAY.COM FOR FINANCE WORK MANAGEMENT

Working with The CRM Team, SBV’s Finance division fully digitized its core processes using monday.com.

Key Shifts Included:

Migration of to-do lists, task tracking, and interdepartmental interactions into centralized Boards
Establishing real-time visibility into every stage of work
Creating dashboards and workflows across AP, Payroll, and Compliance functions

Finance teams now have full ownership and visibility across all activities—from payment processing and payroll inputs to reconciliations and compliance submissions.

How SBV Scaled Operations in Just 6 Months

After integrating monday.com, SBV achieved a 90%+ user adoption rate, significantly enhancing team collaboration and efficiency.

Hours Saved

Through workflow automation, integrations, and reduced manual processes-freeing teams for higher-value work.

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User Adoption

Teams across Finance, HR, and Operations embraced monday.com as their daily workspace for improved visibility and ownership.

Automations

Automated reporting, updates, and task tracking boosted efficiency and reduced bottlenecks across departments.

Impact & measurable improvements

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Productivity

Teams work more efficiently with clear handoffs and load balancing

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Accountability

Enhanced due to real-time task ownership and audit trails

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Bottlenecks resolved

Visibility allows work reallocation before delays escalate

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Reporting

Faster, data-driven insights without reliance on static spreadsheets

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“We now prevent bottlenecks before they occur and reassign tasks with clarity.
Accountability has drastically improved thanks to monday.com’s visibility.”

Advice to enterprises with internal controls

Dedicate time for team onboarding and tool exploration
Appoint internal champions to drive board design and governance
Use training and coaching to embed adoption in day-to-day use

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“monday.com isn’t just a tool—it’s a way to bring structure, collaboration
and control into finance operations.”

Conclusion

By adopting monday.com through The CRM Team, SBV’s Finance department has successfully transitioned from manual, email based workflows to a fully digitized, transparent, and accountable system. The shift has led to measurable improvements in productivity, reporting efficiency, and process visibility across key financial functions such as payroll, accounts payable, and compliance reporting. With better workload management, improved team collaboration, and real-time data insights, SBV Finance is now empowered to operate with greater agility and precision. This transformation stands as a clear example of how enterprise finance teams can embrace digital tools to enhance operational excellence and governance.

Streamline Your Operations Today

Discover how you can optimize your business processes and enhance team productivity. Schedule a free consultation with The CRM Team and take the first step towards operational excellence.

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